技术机会发现领域专利挖掘方法研究述评

Review of Patent Mining Methods in Technology Opportunity Discovery

在新一轮科技革命背景下,技术机会发现相关研究已受到国内外学界的广泛关注。技术机会发现旨在发现新的技术动向,推测该领域可能出现的技术形态或技术发展点,对于技术创新、产业发展具有重要意义。本文系统梳理了专利挖掘方法在技术机会发现中的应用研究现状,总结了5种底层共性分析方法的代表性研究,厘清分析方法与研究内容的适配关系,为该领域开展后续相关研究和实践的技术选型提供参考依据。研究结果表明,技术机会发现所采用的方法手段虽然一直跟进深度学习的发展,但是尚未针对性地进行方法应用上的创新。最后,本文从数据、方法应用和评价体系3个角度提出了改进思路。

In the context of the ongoing technological revolution,research on technology opportunity discovery has received widespread attention.Technology opportunity discovery aims to discover new technology trends and infer possible technology forms and development points in the field;this is critical for technological innovation and industrial development.This paper presents a systematic review of the current situation of patent mining methods in technology opportunity discovery,summarizes the representative research of five underlying common analysis methods,clarifies the relationship between the analysis methods and research content,and provides a reference basis for the technology selection of subsequent research and practices in this field.It is shown that the methodological tools used for technology opportunity discovery have not yet been targeted for innovations in method application,despite their following of deep learning developments.Finally,ideas for improvement are proposed from three perspectives:the data,method application,and evaluation system.